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1,402 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 555 increasing their positions, 501 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 2844 (+16)

30% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 501

6% more call options, than puts

Call options by funds: $239M | Put options by funds: $225M

1% more funds holding

Funds holding: 1,3951,402 (+7)

2.1% less ownership

Funds ownership: 89.25%87.14% (-2.1%)

10% less capital invested

Capital invested by funds: $80.1B → $72.2B (-$7.89B)

Holders
1,402
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
23.62%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
117
Increased
555
Reduced
501
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
1076
Legacy Private Trust
Wisconsin
$274K -$29.9K -145 -9%
RG
1077
Rathbones Group
United Kingdom
$273K +$287K +1,391 New
SPP
1078
Single Point Partners
Massachusetts
$272K +$286K +1,386 New
MIC
1079
Means Investment Company
Maine
$270K +$206 +1 +0.1%
SCP
1080
Sender Company & Partners
New York
$269K +$281K +1,366 New
GL
1081
Graypoint LLC
New York
$264K +$28.2K +137 +11%
LWAC
1082
Laurel Wealth Advisors (California)
California
$264K +$276K +1,342 New
ACI
1083
Alpha Cubed Investments
California
$263K +$69.6K +338 +34%
MMM
1084
Mendel Money Management
Illinois
$260K -$29K -141 -10%
FFN
1085
Focus Financial Network
Minnesota
$259K -$1.65K -8 -0.6%
GAM
1086
Gould Asset Management
California
$258K
SDWMA
1087
Schneider Downs Wealth Management Advisors
Pennsylvania
$258K
KFA
1088
Krane Funds Advisors
New York
$257K -$126K -614 -32%
LWP
1089
Lumature Wealth Partners
Georgia
$256K -$59.3K -288 -18%
AFS
1090
Axiom Financial Strategies
Indiana
$255K
BG
1091
Bollard Group
Massachusetts
$254K -$399K -1,936 -60%
CI
1092
CX Institutional
Indiana
$254K -$36.3K -176 -12%
APP
1093
Avantax Planning Partners
Iowa
$253K -$33.6K -163 -11%
AWE
1094
Avidian Wealth Enterprises
Texas
$253K -$18.5K -90 -7%
LA
1095
Legacy Advisors
Pennsylvania
$252K -$33K -160 -11%
DCM
1096
DGS Capital Management
New Jersey
$252K
IC
1097
Intersect Capital
California
$251K -$60.4K -293 -19%
CBN
1098
Cadence Bank NA
Texas
$251K
PPG
1099
Peak Planning Group
Colorado
$250K +$262K +1,273 New
AUB
1100
Atlantic Union Bankshares
Virginia
$250K -$13.2K -64 -5%

CB Hedge Fund Activity: Q2 2022 in Review

1,402 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2022, worth a combined $72.2B — down 9.8% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CB positions and 90 closed out — a net gain of 27 holders — while 555 added to existing stakes and 501 trimmed.

The largest buyer was Vanguard Group, adding an estimated $359M. The largest seller was Wellington Management Group, cutting an estimated $654M.

  • 1,402 institutional investors held Chubb (CB) as of Q2 2022, up from 1,395 in Q1 2022.
  • Funds reported $72.2B of Chubb stock for Q2 2022, down 9.8% quarter-over-quarter.
  • 117 funds opened new Chubb positions in Q2 2022 and 90 closed out, a net change of +27 holders.
  • The largest Chubb buyer in Q2 2022 was Vanguard Group, an estimated $359M added.
  • The largest Chubb seller in Q2 2022 was Wellington Management Group, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2022.